TSMC (2330-TT): Revisiting Previous Bullish Themes Following Outperformance
In this insight, we revisit our bullish outlook for TSMC by analysing its revenue growth and margin prospects, Free Cash Flow generation outlook,...
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Local Market Observations on Timing Samsung Electronics 1P Discount Narrowing
Samsung Electronics and Hyundai Motor are expected to announce their value-up plans before the Korea Value-Up Index launches in mid-September....
416 Views
KRX Short Interest Weekly (Aug 9th): Celltrion, Sk Hynix, Samsung Heavy Industries, L&F, Posco
We analyzed KRX short interest report for the past week and highlighted short interest changes in Celltrion, Sk Hynix, Samsung Heavy Industries,...
159 Views
Tech Supply Chain Tracker (14-Aug-2024): Taiwan drone industry grows, expo debut in October.
Taiwan expo showcases drone industry growth, Microsoft invests in AI, Samsung aims to rival Sony in imaging, China smartphone market thrives, SAI...
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GEMWeekly (9 Aug 2024): HBM Chip Stockpiling; China Macro; Samsung, Infosys, SK Hynix
The Global Emerging Markets Weekly summarizes the key news and related developments impacting the largest countries and constituents of the Global...
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